Economist.com | Back to the Future

Economist.com | Back to the Future

Ancient leaders of the past could keep renowned counsel close at hand. Aristotle was tutor to Alexander the Great; the leaders of Rome leaned heavily on Plutarch. Today, with corporate America reeling from a seemingly endless parade of shady dealings, a good philosopher is harder to find. All the same, some senior managers have chosen to rethink their business ethics by turning to proven sages.

Shakespeare's plays, especially the histories, have long served as a source: "Every leader to his charge," commands Henry IV, and would-be kingly executives take heart. Movers & Shakespeares, a Virginia-based executive training company headed by Ken and Carol Adelman, has used Shakespeare's plays as a training tool since 1998. "Leadership has to do with understanding people and what makes them tick," says Ms Adelman, "and no one has a keener understanding of this than Shakespeare." In workshops lasting from 90 minutes to several days, the Adelmans guide participants through an analysis of leadership using a mixture of film clips, interactive lectures and small discussion groups.

Fortune | Chairman of the Bard

Fortune | Chairman of the Bard

By Julie Schlosser

Ken and Carol Adelman like nothing more than to see a CEO in tights. They aren't voyeurs; rather, the two former Republican politicos run Movers & Shakespeares, which uses lessons from the Bard to teach business skills to executives and MBA candidates. The programs, which run from two hours to a full week, cover everything from "change management" (The Taming of the Shrew) to diversity training (The Merchant of Venice). FORTUNE caught up with the Adelmans to discuss why the revered playwright resonates in the workplace. 

Q: How did your Beltway backgrounds lead to corporate Shakespeare? 

CAROL: Well, I would find myself coming home and saying to Ken, "I had a Polonius today at the office." Without batting an eyelash, he would say, "Did you handle it like Gertrude or Claudius?" 

Q: Why Shakespeare and not, say, Goethe? 

CAROL: Shakespeare had the greatest insights into human nature--the most important part of running a business is understanding people. He also told the greatest stories, and stories are the best learning tools.

Q: Was Stratford-upon-Avon a business mecca? 

KEN: Shakespeare was a wonderful businessman. Great artists like Michelangelo lived off the state, but Shakespeare was a capitalist. He had to appeal to popular opinion and popular taste. 

Q: You use Henry V for most of your presentations. Why? 

CAROL: It has motivation, leadership, and team building. Henry turns liabilities into assets. For instance, his outnumbered troops use the longbow, which helps them beat the French. He also exemplifies why mergers are better than acquisitions: He is "awarded" Kate, the daughter of the French king, in a war, but woos her anyway. 

Q: Give me the Shakespearean link to a few notable names: George W. Bush? 

KEN: George W. and Prince Hal have a lot in common. They both were born into a royal family, had a wayward youth with a lot of drinking, and seemed unpromising. Then they go to war: By the end of Henry V, Hal has become an outstanding leader like Bush is today. 

Q: Ken Lay? 

KEN: Julius Caesar. Lay may think he's been stabbed, but really it's his blinding arrogance that make him most like Caesar. 

Q: Bill Clinton? 

KEN: Claudius. Competent in a governmental basis but with tremendous personality flaws. 

CAROL: Despite the fact that he murdered his brother, then married his wife, throughout the play he is shown as a very competent king. 

Q: At the end of your sessions you dress participants in costumes. Have you put any executives in tights? 

KEN: Joseph Allen, the chairman of Veridian, donned tights and a codpiece. And we got Don Rumsfeld to play a king.... 

CAROL: But he didn't wear the tights. 

People Magazine | Will Power

 

'My Kingdom for a Consultant!' To be a better boss, say Ken and Carol Adelman, brush up your Shakespeare

Most power brokers won't blab about where they get the inside dope on allies and adversaries. But Ken and Carol Adelman—he's a Defense Department policy adviser, she's a senior fellow at the Hudson Institute think tank—readily identify their most reliable source. "Shakespeare," says Ken, "had the keenest insight into what makes people tick." The Adelmans, both 55, have long looked to the Bard as an aid in navigating the labyrinths of politics, business and family life (they have two grown daughters). And since 1998 they have offered his wisdom to CEOs and bigwigs-to-be through their company Movers & Shakespeares.

Their workshops—which last from 90 minutes to several days and cost from $4,000 to $18,000—are taught at such institutions as Harvard's Kennedy School of Government and the U.S. Naval Academy in Annapolis, Md. The idea: to use the playwright's words to teach managerial skills. To motivate her troops, a boss can draw inspiration from the battlefield speech in Henry V ("We happy few, we band of brothers"). To silence a verbose underling, she might quote King Lear: "Have more than thou showest. Speak less than thou knowest."

Each workshop ends with students donning Elizabethan garb to act out what they've learned. "I've gotten more VIPs into tights and codpieces than anyone in this country," says Carol. Bill Clinton's former press secretary George Stephanopoulos donned a cape at a 1999 session and bemoaned his fate in the words of Lear's jester: "They'll have me whipped for speaking true. Thou'lt have me whipped for lying; and sometimes I am whipped for holding my peace!"

Though holding one's peace may not ward off a whipping, the Adelmans counsel that it is often the wisest course. Or, as Will himself put it: "The better part of valor is discretion."

Incentive Magazine | Change of Scene

Incentive Magazine | Change of Scene

By Jeanie Casison

The year is 1415. You are Henry V, the newly crowned king of England, leading a diminutive army against the French. Your soldiers are malnourished and fatigued. Tomorrow, you expect them to conquer France, whose militia outnumbers your force five-to-one. Despite the obstacles, you must convince the troops that they actually have a chance to win the Battle of Agincourt. So you make an attempt at your first motivational speech which, according to William Shakespeare, ended with these famous lines:

"And gentlemen in England now a-bed
Shall think themselves accursed they were not here,
And hold their manhoods cheap whiles any speaks
That fought with us upon Saint Crispin's Day."

Never in your wildest dreams would you imagine that more than 500 years later, your story, via the writings of the Bard, would be the source of inspiration for the executives of Lockheed Martin, a Bethesda, MD.-based aerospace engineering company.

The year is 2000. In the meeting room of the Marriott Suites Bethesda, 22 participants of the Lockheed Martin Leadership Institute are waiting to learn how the stories of Shakespeare are relevant to their own organization.

Standing before them are Carol and Ken Adelman, founders of the Arlington, VA.-based executive training company Movers and Shakespeares. Building on the material presented the evening before, Ken attempts to highlight the motivating merits of the pivotal Henry V speech.

"The St. Crispin's Day speech is an excellent example of how communication can motivate a group to embrace the vision of the organization. It is a projection of how the foot soldiers will look back on the battle as the greatest day of their lives," Ken Adelman tells the seminar attendees.

Soon, members of the Lockheed group are "on stage" themselves, dressed in period costume. Embracing the words of Shakespeare, they act out scenes from the talented scribe's greatest works. They explore, through performance, the relation between the wisdom of classical literature and the demands of the modern marketplace.

Straying from the classic didactic lecture, the Adelmans incorporate fun into the training process through the use of video clips, role playing and dramatic readings. More and more companies, from aerospace engineering firms to trade associations, are turning to inventive experiential modes of training similar to the Adelmans' creation. According to its founders, these innovative methods expose employees to a learning approach they are more likely to remember.

Role reversal
Diverse methods of training are evolving to meet the needs of corporations in search of new ways to increase employee performance and productivity. "Companies are always looking for the next big thing," says Robert Reiss, recent president of the American Society for Training and Development's (ASTD) New York chapter.

"In working with about 25 CEOs, I've learned that a major component of a CEO's function is isolating that next thing," he says. "For many years, academia was the source of that information. Now, the frontier is the world. Linking a program strategy to the exact element in the world that best demonstrates a concept, which of course is the core of inventive training, opens the door to a plethora of corporate solutions."

In order for any training program to be effective, it must link directly to one's corporate strategy. "When I look for a training facilitator, I look for someone who has information of value to our leadership. Their program has to be interesting, challenging and thought provoking," says Harold Manger, Ph.D., manager, Lockheed Martin Institutes. "In the last 18 years I have seen trainers place more emphasis on risk taking and experiential learning."

But there is an element of risk in experiential learning-that is the initial resistance some attendees may have to a new way of learning. One member of the Lockheed Martin audience was not exactly sure how the themes of Shakespeare would correspond to leadership. "Initially, I had reservations. I didn't know how the stories of Shakespeare would be productive or constructive," says Art Morrissey, vice president of business development for Lockheed Martin.

Morrissey not only found a new appreciation for Shakespeare, but he, along with two other Lockheed Martin executives, Linda Strine Shahan and Gary Brown, graciously volunteered to adapt a dramatis personae in front of their colleagues. Donning a king's crown and royal purple robe, Morrissey provided a witty Shakespearean spin to the modern-day concept of risk taking in mergers and acquisitions. Citing Pericles with fervor, Morrissey announced: "The great ones eat up the little ones."

"The experience put Shakespeare in whole new light for me. I could certainly link the communications example of Henry V to my own business experience. Effectively being able to present a point of view in a very inclusive discussion has attractive dimensions," says Morrissey. "Sometimes training can be stilted. But the Movers and Shakespeares session was filled with humor. I think humor is always a successful mechanism in learning and training," he says.

The dramatic themes of Shakespeare continue to resonate in the modern environment of business. Hostile takeovers have evolved in the form of mergers and acquisitions. Employees, like foot soldiers, must hone their skills to keep up with the competition. Henry V's motivational St. Crispin's Day speech exists in the modern form of a corporate mission statement.

"Corporate leaders understand that probing into human nature is what makes business succeed, more than technical or even economical skills. Any business can buy factories, the newest technology or office buildings, but understanding human nature is what makes a business successful. No one provides better case studies on human nature than William Shakespeare," says Ken Adelman.

The Movers and Shakespeares session was one component of the week-long Lockheed Martin Leadership Institute. The main objectives included giving participants a strategic overview of the corporation, refreshing basic leadership skills and exposing them to new concepts. "Segments on communication during the week dovetailed very nicely with the material covered by the Adelmans," says Manger.

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Forbes FYI | Bard in the Boardroom

Forbes FYI | Bard in the Boardroom

Our Washington friend Ken Adelman has worn many hats in his day: U.S. Ambassador to the United Nations, Director of Arms Control under Ronald Reagan, one-time translator for Muhammad Ali and, for more than 20 years, professor of Shakespeare. Of late, he and his wife, Carol, whose accomplishments and charm make his own pale, have carved themselves an interesting niche as itinerant Shakespearean corporate- management motivators. They conduct half-day and day-long workshops on how Shakespeare can help your company with everything from beating the competition to human-resource management and labor negotiations.

It's a funny concept—down to chief operating officers prancing about in Shakespearean skits in tights—but apparently it's working. The New York Times reported that Northrop Grumman's Electronic Sensors and Systems Sector hired the Adelmans for a day to show its top managers how a close study of, among other plays, Henry V, could help them beat out competitors for that big Pentagon contract. Along the way, Northrop's executives had some fun and did some bonding, which isn't surprising, given who was urging them once more into the breach. The Adelmans would admirably adorn thy next management retreat. As the bard put it, "No profit grows where is no pleasure taken."

The New York Times | Forsooth, Check This Consultant

The New York Times | Forsooth, Check This Consultant

By Doreen Carvajal

BALTIMORE - James G. Roche faced a retinue of mostly middle-aged engineers wearing clip-on identity cards and called for his rubber sword.

A ruby-studded cardboard crown rested askew on his thinning silver hair, and his loafers clashed with a royal robe of blue trimmed with fake ermine. But there was no awkwardness in his voice as he delivered a classic stemwinder: "The game's afoot: Follow your spirit; and upon this charge cry 'God for Harry! England and Saint George!'"

Reciting King Henry V's fabled rallying cry to his troops, Mr. Roche, president of Northrop Grumman's Electronic Sensors and Systems Sector, is the self-crowned leader of his own company's effort to imbue its top executives with management skills inspired by characters in Shakespeare's 400-year-old plays

Shakespeare's monarchs may have relied on the chopping block as the ultimate pink slip and pillage as an acceptable threat. But his timeless characters are taking on fresh appeal lately, inspiring a minor literary boom in new management books and prompting executives like Mr. Roche to rely on Shakespeare as a corporate consultant.

"We had some problems with the union, and their complaint was that the executives were wimpy; they didn't know how to manage people," explained Mr. Roche, a former Navy captain who likens Northrop, the No. 4 military contractor, to Henry V's outnumbered forces at the Battle of Agincourt. "So we came up with this idea of studying the strategy of war. War is hell, and we're at war."

Northrop's unlikely theatrical coaches are Kenneth L. Adelman, a former arms control director in the Reagan administration, and his wife, Carol, also a former Reagan administration official for the Agency for International Development. They travel much like medieval itinerant actors themselves. With a collection of costumes and scripts, they have created a company called Movers and Shakespeare, which offers leadership training and improptu playacting like this recent daylong retreat for two dozen Northrop executives. The session was jokingly referred to as "drive-by Shakespeare."

"Business revolves around people, and no one has either the depth of insights into people or the appeal to reveal those depths greater than Shakespeare," said Mr. Adelman, who acknowledges that some executives remain wary about such lessons because of the fear that they know little about Shakespeare or - O viper vile! - might be forced to don tights.

Mr. Adelman has also written a management guide, "Shakespeare in Charge," with Norman R. Augustine, a former chief executive of Lockheed Martin. The guide, published by Talk Miramax Books, an imprint of Hyperion, is just one title in an expanding collection of new business books that a Globe Theater view of mergers and acquisitions, public relations and productivity.

In the executive suite version of Shakespeare, Henry V is a flexible leader and a motivational speaker who exudes confidence and rallies his followers by masking private doubts. His treatment of errant followers is decisive (translation: executions), but he is also capable of great charm and humor during critical merger talks (translation: a marriage proposal for the anxious French princess, Katherine).

This year, Shakespeare and his characters have inspired at least three business books, with two on such a similar wavelength that they carry the same title: "Shakespeare on Management." A fourth also tentatively carried that name but is now scheduled for publication in June as "Power Plays." That book was co-written by Tina Packer, founder of the Massachusetts-based Shakespeare & Company theater, and John Whitney, a former president of Pathmark Supermarkets, who teaches a popular Columbia University business class on the same theme, In Search of the Perfect Prince.

The Shakespeare books reflect an even broader trend in business literature - seeking guidance from historical events or disasters that test the mettle of leaders. Viking, for instance, part of Penguin Putnam, is preparing to publish a management book next year called "The Shackleton Way," which explores the leadership skills and hiring strategies of the polar explorer Ernest Shackleton, whose expedition was trapped on drifting ice caps and survived for months on dwindling supplies and meals of seal blubber.

"It doesn't matter if the story is ancient or modern, the key thing is if it's gripping when leadership is on the line," said Michael Useem, a professor of management and director of the Center for Leadership and Change at the Wharton School and the author of "The Leadership Moment: Nine True Stories of Triumph and Disaster and Their Lessons for Us All" (Times Books).

"You can talk about the 12 great qualities of leadership and two hours later the students may not remember what was on the list," Mr. Useem said. "You've got to draw people into a story."

For the last two years, for instance, Mr. Useem has led a two-week management seminar in the Himalayas, at the base camp of Mount Everest, that costs each participant about $4,500 and is essentially an on-the-scene exploration of the leadership lessons culled from an Everest climbing disaster in May 1996 that left five people dead. Jon Krakauer's first-person account, "Into Thin Air," is required reading, and another survivor, Sandy Hill, was a guest speaker.

Northrop's daylong Shakespeare seminar was considerably more sedate, although some executives were wincing as Mr. Adelman showed movie snippets of the Battle of Agincourt with Kenneth Branagh playing King Henry in grunting, hand-to-hand combat as blood and mud mingled in a relentless scene of French and English soldiers clawing, grappling and hacking one another. The English waited for attack, using long-bow assaults to thin the rain-soaked French cavalry, whose shiny armor weighed them and their horses down in the mud. Sharpened stakes placed by the English forced the French into a funnel that blocked their retreat.

"What are the leadership traits that Harry shows here?" Mr. Adelman asked after the house lights flickered back on.

George E. Pickett, vice president for marketing and business, raised his hand. "Henry doesn't show any exhaustion," he said. "I think a great characteristic of his leadership is that he pushes himself as hard as his men."

Perhaps that is why Mr. Roche was the first seminar participant to don a gilded crown and emote, to the polite laughter of other executives. He also played George Washington when his executives took a leadership field trip to Valley Forge. And he assumed the roles of George Meade, the Union general, and Robert E. Lee, the Confederate general, on trips to Gettysburg battlefield in Pennsylvania.

This strategy of leadership training by role-playing is a matter of necessity, Mr. Roche acknowledged during a break in the Shakespeare seminar. In 1996, Northrop Grumman acquired Westinghouse Electric's military electronics and systems business, which ultimately became the division that Mr. Roche now leads.

The company went through a long period of consolidation after the cold war ended. With the collapse in business, Mr. Roche said, a wide age gap developed between older executives who stayed and younger people hired more recently.

The battlefield tours and the Shakespeare crash course are part of a grander strategy to raise a new generation of executives to think more creatively and nimbly, Mr. Roche said. "It does feel like we're in a war," he said. "Remember, we're the little guy in the industry. And our strategy is to teach all our executives to think like chief executives."

The training sessions, Mr. Roche and other Northrop executives said, also helped to build cohesion among executives merged together by the Westinghouse acquisition. They acknowledged, though, that some participants were a little wary at first about what they were supposed to learn from ancient events.

When Northrop was vying earlier this year with the No. 3 military contractor, Raytheon, for a $1 billion contract to build a new radar system for the Navy's top fighter jet, the company informally nicknamed its effort Project Agincourt. For the Shakespeare-challenged, it also provided a Star Trek variation, referring to itself as the Federation and Raytheon as the Romulans.

Shortly after the Shakespeare seminar, however, Raytheon won the contract. Even so, some Northrop executives, like C. Lloyd Carpenter, the vice president for international operations in Mr. Roche's division, have since found themselves pondering what King Henry would do.

"Flying back from Europe, Harry came to mind," Mr. Carpenter said. "I found myself running through a mental checklist which turns out to be a combination of things derived from Henry V and the many battlefield staff rides we have taken."

What was the lesson? "Harry's placement of the sharpened stakes," Mr. Carpenter said, noting that the tactic "forced his competitor into a funnel-shaped area which caused their strength - mounted troops - to become gridlock and easy prey."